Ariadne Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.77M Buy
44,951
+2,613
+6% +$103K 0.78% 28
2026
Q1
$1.68M Buy
42,338
+4
+0% +$161 0.76% 28
2025
Q4
$1.71M Buy
42,334
+22,358
+112% +$905K 0.71% 30
2025
Q3
$807K Buy
19,976
+689
+4% +$27.7K 0.36% 62
2025
Q2
$775K Buy
19,287
+12,838
+199% +$511K 0.37% 57
2025
Q1
$256K Sell
6,449
-622
-9% -$24.7K 0.13% 161
2024
Q4
$281K Buy
+7,071
New +$284K 0.13% 159

Other funds holding TOTL

Ariadne Wealth Management's TOTL Position: Q2 2026 in Review

Ariadne Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 6.2% in Q2 2026, buying an estimated $103K and bringing the position to 44,951 shares worth $1.77M. The position accounts for 0.78% of the portfolio, ranked #28.

Ariadne Wealth Management first reported a position in TOTL in Q4 2024 and has held it in 7 quarters since. 368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Ariadne Wealth Management held 44,951 shares of State Street DoubleLine Total Return Tactical ETF worth $1.77M as of Q2 2026.
  • Ariadne Wealth Management bought 2,613 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $103K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.78% of Ariadne Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Ariadne Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
  • 368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.